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Free Public Education Seminars


Through its education program Wills and Trusts sponsors three different Public Education seminars that are held though out the year. If you would like to reserve a place at one or more of these seminars please click on the link.

All seminars are 90 minutes in length and attendees say they have just the right balance of technical detail and entertainment. Attending one or more of the seminars will probably be one of the best uses of your time this year.


Free Public Education Seminars

Will Review Seminars

From our research 80% of the Wills in the UK are out of date, or have errors that make them in effective or at worse, cause inheritance tax. AN effective and valid Will is something that everyone should have no matter what their circumstances.

Most Wills should be easy to correct or right, but for perhaps 50% of the population their circumstances are a little more complicated or their estate value of high enough to be taxable, and so need a more specialise understanding of how their Will should be written.

The people that benefit most from the Will Review Seminars are those who:

  • Have a total worth of more than £700,000, or
  • Have been married more than once, or
  • Have children or grandchildren born outside of marriage or
  • Who wish to protect their home from local authority claims in the event of care needs or
  • Wish to protect their estate for their children’s benefit or
  • Own multiple properties or
  • Own a business

If you wish to book onto a Will Review Seminar click here

Investment Seminar

If you are unsatisfied with the returns on your savings or the losses or poor growth on your investments, then you must attend this seminar.

In over 92% of cases we have been able to show attendees how to increase the returns on their savings and investments as well as reduce the risk of those investments.

Since we began educating people on how to manage their savings and investments better, our clients have produced an average return of 10.8%. That’s even after the investment crashes of 2008! In addition to that, the attendees have leant how to reduce investment risk to less than half that of the FTSE100, our benchmark.

We would love to help you with your savings and investments, but even if you prefer to manage them yourself, or have an adviser who manages them for you, you will be more than impressed at the improvements you can make when you come to this Investment seminar.

You should come to this seminar if:

  • Your savings exceed £50,000
  • If you receive income from your savings
  • If you are paying tax on your savings and investments and yet the income is below £15,000 each year
  • You want to reduce the risk of your investments
  • The person who sold you the investments received a commission

If you wish to book a place on an Investment Seminar place click here

Pension Seminar

The pension seminar is designed for those with between 3 months and 20 years to retirement.

Most people do not manage their pension. Most people do not get the most out of their pension. Most people pay too much in fees for their pension. Are you one of these?

It is surprising that, for most people, after their house , their pension is the largest investment they have, and yet they only look at it once a year, if that. This is why insurance companies love your pensions, they earn a fortune from them!

Through three different strategies you can massively increase the growth and future income on your pensions. But you need to act now. Every day makes a difference with a pension.

At the Pension Seminars we will show you:

  • How to reduce the fees and charges on your pension
  • How to increase the returns on your pensions
  • How to claim the unclaimed tax relief that you are probably due
  • How to make sure they you get the most in retirement
  • How the pension can be ring fenced so that only your family get it if you die

It is easy to increase your pension by paying more into it- we will show you how to get more without paying more into it.

To book a place at a pension seminar please click here




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Oxford Road
Aylesbury
Bucks
HP19 8EY

Telephone 01296 398307
Facsimile 01296 339511
TM & © 2006. The Wills & Trusts Group. All Rights Reserved.
The RF Approach, The Trust Development Workshop, The Trust Drafting Process, The Assurance Trust, The Asset Preservation Trust, The Mortgage Trust, The Trust Refresher Workshop, The Business Development Network and the Advanced IHT Workshop are all trademarks of the Wills & Trusts Group.